1,296 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 533 increasing their positions, 351 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% more call options, than puts

Call options by funds: $4.39B | Put options by funds: $3.5B

14% more funds holding

Funds holding: 1,1341,296 (+162)

2.52% more ownership

Funds ownership: 77.71%80.22% (+2.5%)

Holders
1,296
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.39B
Puts
$3.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCG
851
Transcendent Capital Group
Oklahoma
$484K
Kovitz Investment Group Partners
852
Kovitz Investment Group Partners
Illinois
$484K
CI
853
Cigna Investments
Connecticut
$482K
SWM
854
Spire Wealth Management
Virginia
$482K
AFG
855
Atomi Financial Group
New York
$478K
FNBT
856
FineMark National Bank & Trust
Florida
$478K
CW
857
CreativeOne Wealth
Kansas
$475K
GAA
858
Global Assets Advisory
Florida
$471K
RFN
859
Redwood Financial Network
Ohio
$467K
MGIA
860
Moneta Group Investment Advisors
Missouri
$465K
WPC
861
Wedmont Private Capital
Pennsylvania
$463K
PFGIA
862
Patriot Financial Group Insurance Agency
Massachusetts
$462K
CLOS
863
Compagnie Lombard Odier SCmA
Switzerland
$457K
STA
864
Summit Trail Advisors
New York
$456K
HBW
865
Hazlett, Burt & Watson
West Virginia
$456K
NFG
866
Nations Financial Group
Iowa
$455K
GAM
867
Grandview Asset Management
Pennsylvania
$454K
SXL
868
Summit X LLC
Missouri
$453K
CA
869
Claro Advisors
Massachusetts
$452K
LWM
870
Liberty Wealth Management
California
$452K
HFAS
871
Hummer Financial Advisory Services
Illinois
$449K
CGH
872
Crossmark Global Holdings
Texas
$449K
GWM
873
Geneos Wealth Management
Colorado
$449K
CA
874
CoreCap Advisors
Michigan
$446K
SYBT
875
Stock Yards Bank & Trust
Kentucky
$443K